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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $123,000-79.5% | $105,582-76.1% | $198,609-87.3% |
| Participation rate | 72.2% | 76.8%-4.5pp | 71.8%+0.4pp | 82.4%-10.2pp |
| Annual return | 18.13% | 18.31%-0.2pp | 18.61%-0.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $924 | $3,582-74.2% | $2,984-69.0% | $5,055-81.7% |
| Participant deferral / active EE | $2,548 | $5,013-49.2% | $4,353-41.5% | $6,977-63.5% |
| Admin fee / account holder | $369 | $16,254-97.7% | $12,856-97.1% | $19,030-98.1% |